From our office in Aberdeen’s West End we offer both investment management and financial planning services to clients mainly in the North East and the Highlands. Our team specialises in personalised wealth management for individuals, trusts, companies and charities. This encompasses ISAs, SIPPs, and inheritance tax planning. Whether you are investing to fund your income for retirement, to cover education costs, or to help the next generation, we have a range of services designed to grow what you have already built. In addition, through effective planning, we allocate your available financial resources in the most tax-efficient and effective way possible and identify ways to save money. If you would like any further information on how we can help you make the right financial choices, please get in touch.
What RBC Brewin Dolphin can do for you
RBC Brewin Dolphin’s Aberdeen office specialises in personalised wealth management for individuals, trusts, companies and charities based mainly in the North East and the Highlands. This encompasses ISAs, SIPPs, and inheritance tax planning. Whether you are investing to fund your income for retirement, to cover education costs, or to help the next generation, we have a range of services designed to grow what you have already built.
Services for intermediaries
Whether your clients are investing to fund their retirement, cover education costs or help the next generation, we’ll support you in helping them achieve their ambitions – as well as your own. We offer a range of services to help you meet the needs of each client including:
- Discretionary Fund Management (DFM) – Builds bespoke solutions that are tailored to each of your clients’ unique priorities and goals.
- More than 1,000 advice firms have signed up to use our MPS, attracted by strong investment performance and a constant focus on client satisfaction.
- Our Voyager fund range follows the investment approach of MPS, but in a unitised structure.
How to get to the office
Our office in Aberdeen’s West End is located a short 6-minute drive from Aberdeen train station.
Key Contacts
Private Client
David Barclay
Director, Head of Office – Aberdeen & Dundee
Intermediaries
Graeme Bowden
Regional Sales Manager
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